CRM Software Logo

A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 
Beringer Associates - Microsoft CRM Experts

Unable to Access Hierarchy Visualizations

Email | Print

As part of the Microsoft Dynamics CRM 2015 release, Hierarchy Visualizations was introduced as a new functionality that allowed us to look at records and their relationships in a new way. Hierarchy Visualizations presented the relationship in an easy to understand graphical format.  For example, below we see the relationship between Accounts.

 

Hierarchy Visualizations

 

 

From a View it is easy to identify when a record has a visual representation of a relationship by the presence of the Hierarchy icon: as seen in the below screenshot.

 

Hierarchy Visualizations

 

But what if there is no icon and no Hierarchy Visualization when you know a relationship exists between records?

 

Access to Hierarchy Visualization is controlled in part by an access right assigned at the Security Role level.  To allow users access to this functionality, ensure that the users Security Role has the Customization right, Hierarchy Rule.

 

Hierarchy Visualizations

 

A handy new feature, as long as users have access to it!

 

Beringer Associates, a leading Microsoft Gold Certified Partner, specializing in Microsoft Dynamics CRM and CRM for Distribution. We also provide expert Managed IT Services, Backup & Disaster Recovery, Cloud Based Computing and Unified Communication Systems.

by Beringer Associates

Ask This Expert a Question / Leave a Comment

 

 
 
Show Buttons
Hide Buttons